The roadmap module is where you can prioritise and build your goals. To get to the roadmap module, click the navigation menu button in the top left of screen and select roadmap from the menu.
In the roadmap module, click the prioritise button to open the prioritisation page.
The prioritise page displays a chart showing all goals with a status of backlog and the number of votes that have been cast on each goal. Beneath the chart is the goal planning tool and then a list of all the backlog goals.
How to run a prioritisation workshop
If you're running a prioritisation workshop, the team have already moved through the ideation stage of creating backlog goals to represent ideas about what should be the key focus for the business for the next quarter. Now its time to turn those ideas into goals the team are aligned on.
Get the team together, and reveiw the backlog goals. Some will be obvious, and some won't. Ask the person that created the goal, "why should we prioritise this goal now? What value will it create and how does it align with our vision?".
Remember, you're prioritising the key focus for the organisation for the next quarter.
Once the backlog has been reveiwed everyone should cast 3 votes on the 1, 2, or 3 goals they believe will deliver the most value for the business if achieved in the next quarter.
To vote, click the thumbs up button in line with the goal you are voting on.
As votes are cast, the chart will update. When the voting frenzy has finished, the chart will provide insights into which goals the team believes should be prioritised.
Align with why now
The votes are in and you have your winners... or do you?
The chart is a 2 dimensional insight. It's worth asking each person in the room what they voted for and why to get a contextual understanding.
Again, ask the question "why now, and how does this contribute to our vision". Invite discussion, and encourage open-mindedness within the team.
Its this discussion that will create the alignment within the team. By asking why now, the team have to articulate the value of the goals. Articulating the value of a goal builds clarity for the rest of the team. It could be that on the surface, a goal may have no direct connection to the organisation's vision, but once the value is articulated, the value the goal would deliver becomes clear.
As a team, agree on the 1, 2 or 3 key goals for the quarter. These will become your milestone goals. You should have no more than 3 milestone goals per quarter and no more than 5 milestone goals at any point in time.
Build your goals
While reviewing your backlog you may pick up on trends emerging. There may be several goals that are focused on the same theme.
What we tend to see are a group of goals with a similar focus but some that are actually outcomes or even tasks. As in the goal has a measure, or it is simply just something that needs to be done in order to achieve a more valuable position.
For example, to create an effective customer journey, you need to first identify your customer persona. To define a customer persona you need to know the type of customers that will have the problem that you solve, where and how they buy, and what their decision process is likely based on.
As a team you may have aligned on developing an effective customer journey as a key focus, but there may be other goals such as, develop a clear customer persona and define the customer problem. These both relate to the goal, and actually developing a clear customer persona should be an outcome because developing a customer persona indicates progress towards developing an effective customer journey. Defining the customer problem is not an outcome, but it is something that needs to happen to develop a customer persona.
We can start to build out this goal using our goal planning tool. Click and hold the drag button in line with the goal develop an effective customer journey and drag it into the goal planning tool and drop it on the drop zone. Drop the goal when the drop zone turns blue.
The drop zone will now display the goal title and the owner. 2 further drop zones will appear, outcome and task.
You can repeat the drag and drop process to build out your outcomes and tasks that relate to the goal. Remember, outcomes indicate how the goal is achieved, they should be verifiable by measure, but can also be an achievement, but you must be able to answer yes or no to whether you have achieved an outcome.
Below you can see I have turned a goal into an outcome and another into a task. Now I have a goal with an outcome and its first task.
Leverage goal AI
Goal AI is our gift to you.
Writing a good goal can be hard, and identifying measures to indicate you have achieved the goal can be equally challenging, especially in the early days.
To use goal AI, you need to launch the goal detail page. You can launch the goal detail page for any goal by clicking on its title.
Following along with our example, I have clicked the goal title to launch the goal detail page. You can see the goal title and the outcome and task we created in the goal planning tool. Now let's work on the goal title to make it more aspirational. Click the goal AI button to get 3 goal title suggestions.
If you like any of the suggestions, click the AI button in line withe the suggestion to update your goal title. In this case I like the third suggestion.
The goal title is updated. You can repeat that process to build on the title further. Once you are happy with the title, it's time to define the outcomes that indicate the goal has been achieved. Click the goal AI button in the outcomes component to generate 5 outcome suggestions.
Its best practice to have between 2 and 4 outcomes per goal. You can choose to adopt all 5 of the suggestions, none of them or anything in between. To create an outcome from the suggestions, click the AI button in line with the suggestion. The AI button will turn in to a check to indicate you have chosen the suggestion. In the below example I have selected 3 of the suggestions.
When you are satisfied, click save outcome ideas.
Hey presto... now you have a goal and outcomes. But we're not quite there yet.
The measures suggested for outcomes may not be accurate. Don't forget, that all goals and outcomes can be edited. So if you like the suggestion, but the measure is wrong, for instance, the timeframe is 6 months and your goal has a 3 month period, turn the suggestion into an outcome, but then edit the outcome.
Below, I have chosen to remove 1 outcome as I decided after further thought it was not relevant for this goal and edited each of the other outcomes to align them with my goal and what I feel are realistic and achievable measures.
So, 5 minutes ago I started with a goal title of "Develop an effective customer journey". Now I have a better goal with 3 outcomes that indicate I have achieved the goal:
Develop a customer journey that helps achieve business goals.
- A decrease in customer churn rate by 2% within 3 months
- A 10% increase in conversion rates within 3 months
- A decrease in customer effort score by 3% within 3 months